You must create an encounter in NextGen® Enterprise PM.
An unapplied credit is never associated directly to a charge. You can apply the unapplied credit to an adjustment or a payment.
Open NextGen® Enterprise PM.
On the main toolbar, select Posting .
The Batch Posting window opens.
Double-click the batch header record.
The Payment Entry window opens.
Enter the co-pay amount. For example $10.
Apply the payment to the encounter and enter the charges.
Select the Use Encounter Credit checkbox.
NextGen® Enterprise PM creates an adjustment of the entered co-pay amount (for example $10) with the adjustment code of Applied Encounter/Invoice Credit.
Note:Adj Code automatically displays a system-generated transaction code that cannot be changed. This prevents balancing problems because the transaction code offsets the original transaction code.
NextGen® Enterprise PM creates another transaction of negative co-pay amount (for example negative $10) with a transaction code of Applied Encounter/Invoice Debit and a tracking description of Debit to Encounter for Usage of a Credit Balance.
The code appears from the selections made on the Transactions tab of the Practice Preferences window. To change, edit, add, or delete transaction codes, contact your system administrator.
To view the transaction, select the encounter in the patient chart, and then right-click and select Trans Detail.
The transactions for the encounter appear.
CAUTION:
You can not modify offsetting transaction records that are automatically created. Deleting one offsetting transaction deletes all the transactions in the set.
